Filed October 31, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,343 | $46,732-11.5% | $156,551-73.6% | $55,167-25.1% |
| Participation rate | 55.0% | 65.8%-10.8pp | 84.0%-29.0pp | 69.0%-14.0pp |
| Annual return | 9.00% | 17.72%-8.7pp | 32.23%-23.2pp | 169.23%-160.2pp |
| Employer contribution / active EE | $437 | $2,105-79.2% | $5,501-92.0% | $1,963-77.7% |
| Participant deferral / active EE | $2,449 | $2,204+11.1% | $4,871-49.7% | $3,054-19.8% |
| Admin fee / account holder | $133 | $418-68.2% | $13,028-99.0% | $504-73.6% |